Work your tasks

Open Tasks. In the left menu, open the Work Hub and select Tasks.

Choose what to see. Period sets the span of due dates. The line under it says which span you are looking at, and that anything still open and already past due stays in view. The state filter starts at All states; pick one state to narrow it. The module box takes a code as shown in the Module column; its placeholder gives an example.

Add a task. Select New task. Fill in Title, add a Description if it helps, and set Due. Module starts with a general code; keep it unless you want the task filed under another module's code, as shown in the Module column. In Owner, pick a person, or leave Unassigned (notify client admins). Select Create.

Start a task. On an open task, select Start in the State column. It becomes In progress. You can also change Owner straight from the list.

Edit a task. Select a task's row to open its window, then Edit. In Edit task you can change the Title, Description, Owner, Status (Open or In progress), Due date and Note, then select Save changes. Moving the date sends reminders again for the new date. Done and cancelled tasks cannot be edited: use Reopen first.

Know what is locked. A Regulatory deadline task or a task From your plan keeps its title, description and due date, and the window says why under each one, for example "This title comes from the regulatory deadline and cannot be changed here." You can still change its Status, Owner and Note. Use the Note to add your own detail.

Complete it. Select Complete in the list or in the task's window. Some tasks show Auto-completes when done or a Go to button instead. Do the work on that page, and the task completes when the work is recorded. Reopen brings a done task back.

Use the Action center. On the Dashboard, open Actions. The Action center lists your open tasks, most pressing first, with the count of open and overdue ones. Narrow it by Due (Any date), Owner (Assigned to me, Assigned to others, Unassigned) or origin, or search it. A row opens the same task window. Each hub's overview page shows the same list for that hub. Mark done completes a task. Add action item opens New action item for a quick task. Needs your review lists actions suggested from your assessments, each with Accept or Reject.

See tasks on the Calendar. Under the Work Hub, select Calendar. The Compliance calendar shows tasks and deadline clocks by month; each clock is marked Statutory or Guidance. Use the arrows to change month, Today to come back, and List view to return to Tasks.